Gallagher is a company that helps clients face risk with confidence by providing a client-centric suite of consulting tools. The Private Client Insurance Advisor will develop and acquire new business revenue through consultative sales, design bespoke insurance programs, and manage client relationships to ensure retention and satisfaction.
Develops and acquires new business revenue through consultative sales to new and existing Private Clients
Designs bespoke insurance programs with top rated carries catering the high net worth space
Partners with Client Service Managers to onboard new clients and assist in client relationship management and renewal process, as needed
In partnership with the account management team, provides service to clients according to their needs, retaining them as clients
Participate in team sales situations with other producers and support personnel
May manage overall client relationships and is supported by day-to-day account management
Develops and maintains external client referral network (centers of influence) such as bankers, wealth advisors, and attorneys catering to the High Net Worth, Ultra High Net Worth and Family Office Clientele
Applies industry technologies to new sales, additional sales to existing clients and account service
Prepares and implements an individual business plan and production budget
Develops and maintains interdivision/intercompany relationships consistent with our corporate culture
Qualification
Required
Bachelor's degree, 1 year related experience, and appropriate insurance licensing required
OR Bachelor's degree, participation in Gallagher's Sales Internship Program (GSIP), and appropriate insurance licensing required
OR High School Diploma/GED and 6 years experience.
Preferred
Professional designation may be preferred
Benefits
Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program
And more...
Gallagher is an international insurance brokerage and risk management services firm.
